Seems the screaming buy, considering the difference in valuation metrics, in this sector is Velti - of course with more competent mngt. at the helm, such as YHOO might provide, an acquisition of MM could make sense.

I think a sig. but generally underappreciated point to remember when trying to make a comparison of Afrezza with other already approved drugs is that MNKD is going for superiority....if they succeed on this, the FDA 'risk' is all but eliminated as it would seem about impossible for even the FDA Neanderthals to manufacture an excuse sufficiently plausible to justify denying full approval - regardless of whose BP ox may be gored in the long run.

From my research, Afrezza pretty much eliminates the dangers of the dreaded and potentially fatal hypogycemic attack....this is absolutely amazing and revolutionary. Of course there is the problem, especially among youthful diabetics, of compliance faiure...again, Afrezza will pretty much eliminate this issue for the vast majority. And then there is the increasing speculation that effective intervention among the pre-diabetic population might possibly prevent the development of full-blown diabetes - imagine the medical cost savings which Afrezza likely represents from just these aspects. Unless I am mistaken, Afrezza has never missed an endpoint in the many previous trials that have been conducted. Remember - superiority, not just equivalency.

Thanks for the heads-up on NQ.....wasn't aware of this one. Like with VHC, VRNG, HGSI, DNDN, and WDDD, the discerning reader can mine under-appreciated gems from the reccomendations of others, whether a 2-bagger, 4-bagger, or 10-plus....it is all easy money; with luck NQ holds the potential for at least a double if not your 4-fold expectations....unless of course the 2nd shoe is about to drop on the US Fed propped house of cards as in the 2nd leg down of the great depression - but then that is why one goes into UVXY as it approaches oversold conditions.

*Trading VRNG, UVXY and UGAZ shares - long May and Aug. VRNG $3 calls, plus a few select biotech and mining names names.

Thanks Ted for all your efforts regarding DNDN.....no one gets away with anything in the end - accounts will be settled by the One to whom we all must give account; not of immediate comfort, but definately comforting from the long-term perspective. As you and others have acknowledged previously.....many tens of thousands of men were denied a potentially life prolonging/saving treatment, abondened to suffer terribly and needlessly, by a relatively few truly corrupted and wicked men - they have blood on their hands and all will be held accountable.

That being said, VHC has gone from a s/p under a buck to a market cap of roughly $1.8 billion (YHOO figures) - honestly, isn't pretty much all the 'value' already baked in? Unfortunately I was totally oblivious to the whole VHC story and thus missed the boat.

The big question now is 'what is the next VHC'??? It seems you have abstained from writing on the VRNG story, though you surely must be aware....any thoughts on this?

Thanks for your as always excellent article - and especially for making the effort to expose AF for newbies which may not be aware of his general reputation.

IMO, AF's viewpoint rarely influences anyone with any experience in biotech - in short he is considered an attack yorkie in service of the short hedgies....and is pretty much considered laughable as his 'mistakes' are so frequent as to display only the most rudimentary and superficial understanding of trial design/results. If anything, AF's neg. opinion of NWBO will influence me to invest even more capital in NWBO...I just wish he would do a hit piece on ADXS - LOL

I agree BRCD is an acquisition target, but a $20 target???? That just isn't realistic.....even if they delivered a couple consecutive sunningly positive earnings/guidance releases. I think the max they will go for, even assuming an excellent upcomings earnings/guidance report, will be $12